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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,625 | $135,956-91.4% | $123,894-90.6% | $273,972-95.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 43.03% | 56.63%-13.6pp | 47.52%-4.5pp | 41.46%+1.6pp |
| Employer contribution / active EE | $3,581 | $5,170-30.7% | $4,617-22.4% | $4,869-26.4% |
| Participant deferral / active EE | $6,455 | $6,343+1.8% | $5,984+7.9% | $5,287+22.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |